Mount Allison University is committed to adhering to the principles of responsible investment in its investment policies and practices.

Responsible investment is an approach to investing that aims to incorporate environmental, social, and governance (ESG) factors into investment decisions, to better manage risk and generate sustainable, long-term returns.


Integration of environmental, social, and governance factors
Integration of environmental, social, and governance (ESG) factors into investment policies is considered best practice in relation to responsible investment.

The University's Board of Regents moved ahead with updating its investment policies and practices to incorporate ESG factors in 2017. ESG issues are considered in the selection of investment managers and other service providers.

Examples of ESG factors include:

  • Environmental — climate change, greenhouse gas (GHG) emissions, resource depletion, waste and pollution, deforestation
  • Social — working conditions, including slavery and child labour; local communities, including Indigenous communities; conflict; health and safety; employee relations; diversity
  • Governance — executive pay, bribery and corruption, political lobbying and donations, board diversity and structure, tax strategy

Read the University's updated investment policy


Disclosure of annual holdings
Mount Allison provides a publicly-available list of the underlying stock and bond holdings in the University's pooled funds.

The endowment fund holdings are posted on Financial Services' financial reports page.


Specific fund option for donors
An investment option for those donors who may be interested in putting new donations into a fund that excludes or limits certain sectors was added in December 2017.

For more information, contact Jeff Wright, executive director of development, at jrwright@mta.ca


Report on responsible investment
Mount Allison has committed to producing an annual report on the University's responsible investment activities. The first annual report is expected in 2018. The reports will be posted to the Financial Services website.


United Nations Principles for Responsible Investment (UNPRI)
The UNPRI provides a framework for reporting on and developing responsible investment activities. While the UNPRI is focused primarily on investment managers and investors, investment owners, such as the University, can become signatories. A limited number of Canadian universities are already signatories.

The University is currently applying to the UNPRI as an asset owner signatory.

Find out more about UNPRI